Client Services Representative(Loans)-Pittsburgh, PA(onsite)

Noblesoft Solutions; Pittsburgh (Allegheny County); On-site; USD 42,000 - 68,000; Full time

Job summary

Noblesoft Solutions in Pittsburgh, PA is seeking a Client Services Representative specializing in loans. This full-time onsite role coordinates end-to-end Private Banking loan accounts, delivers exceptional service, and supports clients throughout the processing lifecycle.

You will partner with relationship managers, portfolio managers, counsel, and compliance, ensuring accurate data, timely processing, and a seamless client experience across all engagements.

Qualifications

• Minimum 4 years of financial industry experience, including 2 years in bank operations or client service.
• Strong organizational and prioritization skills for timely, efficient execution.
• Excellent interpersonal and communication abilities.
• Experience with loan processes and related systems.

Responsibilities

• Capture complete and accurate client data in loan applications and documentation.
• Support requests from the Private Bank Fulfillment and Production team.
• Coordinate with relationship managers, portfolio managers, counsel, compliance, borrowers, and other parties.
• Maintain premier client experience across all client engagements.
• Collaborate with other bank teams to improve processes.
• Participate in assigned projects.

Skills

Organize and prioritize work

Interpersonal and communication skills

Microsoft Office proficiency

Attention to detail

Analytical problem solving

Self-directed

Team-oriented in fast-paced env

Tools

Microsoft Office

Job description

Job Title: Client Services Representative with Loans

Location: Pittsburgh, PA, 15219

Duration: Long Term

Full-time onsite role 8 AM- 5 PM Monday through Friday

Job Description

The Client Services Representative – Fulfillment & Production position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients.

Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application intake, document generation, processing modifications, or initializing money requests.

This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position:

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Skills:

Essential Skills and Abilities:

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
• Exceptional interpersonal and communication skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system and applicable lending requirements
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Education:

• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service